Stop manually checking documents for missing fields and format errors. Define your schema once—FileSurf validates every document automatically against your exact business rules.
Use Cases
Define required fields for loan applications, invoices, or tax documents. FileSurf flags any submission missing a required field, containing invalid formats, or failing cross-field consistency checks.
Enforce schema rules on incoming vendor contracts—required clauses, date formats, payment terms, jurisdiction fields. Reject non-compliant documents before they reach legal review.
Validate patient intake forms, prior authorizations, and referral packets against required schema. Catch incomplete submissions at intake rather than during processing.
Powerful Features
Everything you need to streamline your workflow with AI-powered automation.
Define required fields, data types, format rules, and allowed values without writing code. Set fields as required or conditional, add regex patterns, and configure cross-field dependency rules.
FileSurf extracts data from PDFs, scanned images, Word documents, and handwritten forms. The same schema validates documents regardless of how they were created or submitted.
Go beyond required fields. Set numeric ranges, date constraints, conditional logic (if field A is X, then field B must be Y), and cross-document consistency checks.
Failed validations trigger automated rejection notices with specific field-level error details. Route rejected documents to correction queues or send requests back to submitters automatically.
FAQ
FileSurf's schema builder lets you create field definitions visually. Specify the field name, expected location in the document, data type (text, number, date, currency), required vs. optional status, and any validation rules. You can also import schemas from JSON or CSV if you already have field definitions from another system.
Failed documents are flagged immediately with field-level detail—which fields failed, why, and what values were found. You can configure automatic rejection emails to submitters, route documents to a correction queue, or hold them for manual review. All validation failures are logged in the audit trail.
Yes. FileSurf uses AI extraction rather than fixed-position templates, so it handles layout variations in the same document type. A schema for 'invoice' works across invoices from different vendors with different formats—the AI finds the right fields regardless of where they appear on the page.
FileSurf applies OCR and image enhancement before extraction. For handwritten fields, confidence scores indicate extraction reliability. Low-confidence fields can be flagged for human review while high-confidence fields process automatically—balancing speed with accuracy.
Yes, with no limit on the number of schemas. FileSurf can auto-detect document type on upload and apply the correct schema automatically, or you can manually assign schemas when uploading. Each schema has its own validation rules, rejection workflows, and audit trail.
Get started with FileSurf and let AI handle your ai platforms automated data validation custom document schemas tasks. 7-day free trial — pick a plan to get started.
7-day free trial. Cancel anytime.
Your AI workspace awaits
Your personal workspace in the cloud where AI agents manage and perform work for you.